ACVF : Institutional Ownership for American Conservative Values Etf

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Get Institutions for :

American Conservative Values Etf (ACVF)

$ 0.00 (0.00%) as of 4:30 Tue 11/30

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Institutional Holders

Viewing Quarter :

Total Institutions:

Total Institutions:

Total shares held :

409,120

% of shares held :

26.57%

Changes In:

Chanes In:

New/increased positions vs

old/decreased positions :

Amount of shares held :

13,028

% of shares held change :

0.85%

Quarter Price vs. Current Price:

Quarter Price vs. Current Price:

Last Quarter's Starting Price :

N/A

Last Quarter's Ending Price :

N/A

Last Quarter's Average Price :

N/A

Change from last quarter's

avg. price to the last closing :

(%)

All Securities Held :		Positions	Shares	% Of Total Shares
	New Positions :	7	15,352	3.75%
	Increased Positions :	11	35,436	8.66%
	Unchanged Positions :	10	17,384	4.25%
	Decreased Positions :	6	-19,753	-4.83%
	Closed Positions :	2	-18,007	-4.4%
	Guru Positions :	0		0%

Page 1 of 1

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Institution Name	Portfolio Position	New/Closed Position	Filing Date	Total Shares	Total Value	Change in Shares	File
LPL FINANCIAL CORP	2551	-	2024-03-31	46,072	$1,865,000	-1,237
ENVESTNET ASSET MANAGEMENT INC	2816	-	2024-03-31	32,740	$1,325,000	-348
CREATIVE PLANNING	1911	-	2024-03-31	11,220	$454,000	-212
Private Advisor Group LLC	1920	-	2024-03-31	6,528	$264,000	-14,616
Tanglewood Legacy Advisors LLC	244	-	2024-03-31	280	$11,000	-165

5 Records found

Page 1 of 1

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